Head of Wealth and Financial Planning | Cape Town

The Recruitment Council

  • Cape Town, Western Cape
  • Permanent
  • Full-time
  • 1 month ago
Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists.Responsibilities:
  • Personal and Juristic Transactional banking
  • Structured Lending
  • Local and offshore Wealth Management
  • Cash Investment solutions
  • Long and Short-Term Insurance solutions
  • Foreign Currency Transactional solutions
  • Domestic and offshore Fiduciary and Estate Planning services.
  • Commercial Property Finance
  • Share-Based Lending
  • Personalised Share Portfolios
  • Asset-Based Finance
Competencies:
  • Manage budgets and deliver on sales and acquisition targets.
  • Balance Sheet growth and protection through maintenance of existing deals and origination of new business.
  • Monitor and supervise new employees through mentorship and coaching programmes.
  • Recruit and support new staff to help them elevate and embed into our culture and business.
  • Manage a portfolio of ultra-high net worth clients in conjunction with the banking team.
  • Collaborate and integrate with the company.
  • Manage sales initiatives and participate in product improvement and enhancement.
  • Develop key relationships both internally and externally.
  • New client acquisition and business development in conjunction with the company’s ventures, a Private Equity business as part of the company within the group.
Qualifications:
  • CFP membership
  • FAIS accreditation required (RE).

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